Privacy policy

This is our privacy policy as required by the Gramm-Leach-Bliley Act of 1999.

What we collect

We collect nonpublic personal information about you from the following sources: information we receive from you on applications, tax organizers, worksheets, and other documents; information about your transactions with us, our affiliates, or others; and information we receive from a consumer-reporting agency.

What we don't do with it

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

How we protect it

We restrict access to nonpublic personal information about you to the members of our firm who need it to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. Client documents exchanged online are stored in our secure client portal.

This website

The contact form on this site collects the name, company, email, phone number, and message you choose to send us, and is used only to reply to you. We use call tracking on our published phone number and standard website analytics to understand how visitors use the site. We do not sell this information.

If you have any questions about this policy, please contact us.

Draft carried over from the previous site with the website section added. Client to review before launch.